Newsdash Insight on Plan Design & Investment Strategy from PLANSPONSOR
July 14th, 2016
From the Magazine: Fee-Only Fiduciaries
Compliance with the BIC exemption will be challenging for advisers charging commissions, but the final DOL fiduciary rule included a streamlined, less burdensome version of the exemption if the adviser is a “level fee fiduciary.” Read more >
Institutional Investors Catch the Eye of Alternative Managers
Nearly one-third of asset managers cite the institutional channel as being their most important target for alternative investment expansion.   Read more >
DOL Hosting Fiduciary Responsibilities Seminars in July and August
The “Getting It Right – Know Your Fiduciary Responsibilities” seminar series from the Department of Labor aims to increase awareness and understanding about basic fiduciary responsibilities when operating a retirement plan.  Read more >
Employer Financial Education Results in Success
Employees with access to financial and retirement education have less stress, more savings and more confidence than those without access, a Ramsey Solutions survey found. Read more >
Walgreen Sued for Keeping Underperforming TDFs in 401(k)
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
SECURE Act Ensnared in Senate After Flying Through House
IRS Private Letter Ruling Solves Crucial Annuity Transaction Friction Point
The DOL’s Fiduciary Race Ahead of 2021
Securities Lending Remains Strong Business
Among the 30 North American and European asset managers surveyed, none of the firms with securities lending programs had ended them, and several non-lending managers were considering restarting. Read more >
Riskalyze Reveals ‘Autopilot for Retirement Plans’
Autopilot for Retirement Plans, a new product from Riskalyze, is billed as a “solution that advisers can use to match hundreds of participants with the right fund elections with just a few clicks.” Read more >
Milliman Launches Enhanced DC Participant Website
Milliman unveiled the latest in a series of website enhancements for its defined contribution clients and their plan participants. Read more >

Editorial: Alison Cooke Mintzer

Advertising: Paul Zampitella

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